Prompts for Topolo Books

Use Topolo Books to pull the profit and loss, balance sheet and cash flow for last month. Explain in plain English what changed against the month before, which three costs grew most and whether cash is going up or down. Flag anything that looks unusual instead of explaining it away.

Use Topolo Books to create a bill from the supplier invoice I am attaching. Pick the supplier contact, copy the amounts and dates exactly, attach the document and leave the bill as a draft for approval. Tell me if anything on the invoice does not add up.

Use Topolo Books to check where we are with onboarding. List the available chart of accounts templates, recommend the one that fits a [type of business] and explain what it will create before you apply it.

Use Topolo Books to work through the unmatched lines on our [bank account name]. Get the suggested matches, show me the ones you are confident about with the reason, and list the rest for me to decide. Only match the lines I approve.

Use Topolo Books and Mail to review the aged receivables report. List overdue invoices by amount and age, then draft a polite reminder email for each customer with the invoice details. Save the emails as drafts and do not send any.

Use Topolo Books to review where we are on closing [month]. Show the period close dashboard and close health, list unreconciled bank lines, draft journals and unapproved bills, and propose the checklist in the order I should clear them. Do not lock the period.

Use Topolo Books to prepare the VAT figures for [period]. Show the VAT return and summary, list the transactions behind the larger amounts, and flag anything missing a tax rate. Do not file or lock anything.

Use Topolo Books to create a draft invoice for [customer] for [description of work] at [amount and currency], due in [number] days. Check the customer record and tax rate, then show me the email preview. Do not approve or send it.

Use Topolo Books to set up a monthly recurring invoice for [customer] for [amount] starting on [date]. Show me the schedule, the next three invoice dates and the email text before creating it.

Use Topolo Sign, Pay and Books to prepare the commercial workflow for a two-week product discovery sprint. Customer is a new consulting client, agreed scope customer interviews, an opportunity map and a prioritized roadmap, amount and currency USD 5,000, payment schedule 50% upfront and 50% on delivery, and approved agreement template our existing approved consulting agreement. Prepare a signing draft using that template, check the available payment-link setup, and identify the accounting records and tax information required. Flag missing terms or configuration. Return links to the prepared drafts and a checklist of approvals needed before sending an agreement, collecting payment or posting entries.